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Insurance Services

Contact Us:

Call 866.309.2020 or
Michael Krecker
267.975.9060
Email Me

RESOURCES AND TOOLS

Protect your wealth.

Susquehanna Wealth Strategies can help you with:

Risk Exposure
Asset Preservation
Tax Planning*
Business Protection

Our team of dedicated insurance professionals can work with business owners and individuals to provide solutions for:

Business Owners

Buy/Sell Funding for Continuation Planning
Key Man Replacement Coverage
Executive Benefits Planning
Collateral Assignments

Individuals

Wealth Replacement
Income Replacement
Liquidity for Estate Needs
Estate Preservation*
Funding of Irrevocable Trusts
Gifting
Multi-Generational Financing Planning *

Call our team of dedicated insurance professionals at 866.309.2020.

*Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PRIMEVEST Advisory Services Agreement and disclosure brochure as provided.
For a comprehensive review of your personal situation, always consult a tax or legal Advisor. Neither PRIMEVEST, not any of its representatives may give legal or tax advice.
Securities and insurance products are offered through PRIMEVEST® Financial Services, Inc., a registered broker-dealer, licensed insurance agency, and registered investment adviser, member FINRA & SIPC. PRIMEVEST is not affiliated with Susquehanna Bancshares, Inc. or its related companies.
View PRIMEVEST Privacy Policy and other Important Information. Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Securities and Insurance Products Are:
• Not FDIC Insured • May Lose Value • Not Bank Guaranteed
• Not a Deposit • Not Insured by any Federal Government Entity